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Copia Wealth Management’s Suburban Propane Partners SPH Stock Holding History

Copia Wealth Management’s Portfolio SPH Stock Details SPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16
Closed -$275 – 474
2024
Q4 		$275 Buy
+16
New +$294 ﹤0.01% 410

Other funds holding SPH

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Copia Wealth Management's SPH Position: Q1 2025 in Review

Copia Wealth Management sold out of Suburban Propane Partners (SPH) in Q1 2025, closing a stake of 16 shares — an estimated $275 sold.

Copia Wealth Management first reported a position in SPH in Q4 2024 and held it in 1 quarter. The position peaked at $275 in Q4 2024. 147 funds tracked by Wall St. Rank hold SPH as of Q1 2025.

  • Copia Wealth Management reported no remaining Suburban Propane Partners position as of Q1 2025 after selling out during the quarter.
  • Copia Wealth Management sold 16 Suburban Propane Partners shares in Q1 2025, an estimated $275.
  • Copia Wealth Management first reported a position in Suburban Propane Partners in Q4 2024 and held it in 1 quarter.
  • Copia Wealth Management's Suburban Propane Partners position peaked at $275 in Q4 2024.
  • 147 funds tracked by Wall St. Rank held Suburban Propane Partners as of Q1 2025.

Based on Copia Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.